About Willamette Investment Advisors

Brian Robertson – Financial Advisor

Brian gra­du­ated from Wil­la­mette Uni­ver­si­ty with a de­gree in Bu­si­ness Eco­nom­ics. He has an Ac­credi­ted As­set Man­age­ment Spe­cial­ist de­sig­na­tion from the Col­lege for Fi­nan­cial Plan­ning. Brian be­gan his ca­reer at a ma­jor bro­ker­age firm in the Se­at­tle area in 2000 and has been a financial ad­vi­sor since 2005.

Brian is a mem­ber of the Ro­tary Club of Great­er Cor­val­lis, Lea­der­ship Cor­val­lis, the Cor­val­lis-Ben­ton Cham­ber Co­a­li­tion, and the Cor­val­lis In­de­pen­dent Bu­si­ness Al­li­ance. Brian also serves on the board of di­rec­tors and the finance com­mit­tee for the Boys and Girls Club of Cor­val­lis. His family includes his wife, Sarah, and their two children. Brian en­joys golf­ing, run­ning, hik­ing, and fish­ing.

* Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.